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Every sales call, a deal report

Acta is the AI sales call assistant that sits in on discovery calls, demos and renewals so your reps don't have to take notes. After each call you get a summary and the deal report your team already works from (MEDDPICC, BANT, SPIN or SPICED), with the gaps still to close.

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Meetings Acta writes up for sales

  • Discovery calls
  • Product demos
  • Negotiations
  • Renewals and QBRs
  • Pipeline reviews

From the conversation to the report

Discovery call · Northwind Recorded
  • M

    Maya: Who signs off on a purchase like this?

  • B

    Buyer: Our CFO, but only after the security review in March.

  • B

    Buyer: We're also looking at one other vendor.

Written by Acta

MEDDPICC deal report

Economic buyer
CFO
Decision process
Security review, then CFO
Competition
One other vendor
Champion
Not identified yet

Sample sales reports

What each template writes after a meeting. Example meetings and people.

Sales

MEDDPICC deal report

From “Northwind discovery call” · sample report

In short

Confidence: high

Strong pain around manual reporting; economic buyer identified but not yet met. Security review is the main risk.

MEDDPICC

Metrics
Cut weekly reporting from 6 hours to under 1
Economic buyer
Dana Ruiz, VP Operations (not on the call)
Decision criteria
  • SSO
  • Salesforce sync
  • Price under $40k a year
Decision process
Ops evaluates, IT security review, VP signs
Paper process
Legal redlines take about 3 weeks
Identified pain
Reports go out late and numbers disagree
Champion
Leo Park, Ops manager
Competition
Building in-house with BI tools

Next steps

Leo Park
Book a call with Dana by Friday
Account executive
Send the security questionnaire today

No more CRM homework

Automated sales call summaries are ready before the rep joins the next call, and the notes can go straight to HubSpot.

See the gaps before the forecast

MEDDPICC call notes flag what's missing, like an unknown economic buyer or no decision date.

Coach with evidence

Ask across every call with an account to see objections, competitors and commitments, in the buyer's own words.

Templates for sales

Turn on the ones you need. Each reads the meeting and writes its report, and skips meetings it isn't meant for.

MEDDPICC deal report

Metrics, buyer, decision process, champion and competition, with objections and next steps.

SPICED deal report

Situation, pain, impact, critical event and decision, with objections and next steps.

SPIN deal report

Situation, problem, implication and need-payoff, with objections and next steps.

BANT qualification

Budget, authority, need and timeline in one view.

Product demo review

How the demo landed: clarity, questions, objections and adoption signals.

Customer QBR

Quarterly business review: value delivered, account health, expansion and next quarter's plan.

Contract negotiation

Clause by clause: both sides' positions, concessions and open points. Not legal advice.

See all 40 templates

Record without a bot

Desktop app and Chrome extension record from your computer.

In the room too

Record in-person meetings with the mobile app.

Zoom, Meet and Teams

Or let the notetaker join from your calendar.

Sales: questions

More examples in use cases.

Which sales methodologies does Acta support?

MEDDPICC, BANT, SPIN and SPICED, and you can run more than one on the same call.

How do MEDDPICC call notes work in Acta?

Acta reads the conversation and fills each MEDDPICC field from what the buyer actually said: metrics, economic buyer, decision criteria and process, paper process, pain, champion and competition. Anything the call didn't cover is marked as missing.

Can I get my sales call notes in HubSpot?

Yes. Connect HubSpot and send the summary and deal notes from a call to the right record. Acta also works with Salesforce and Zoho CRM.

Can reps record without a bot joining the call?

Yes. The desktop app and Chrome extension record from the rep's computer, so the buyer never sees a notetaker. If you'd rather not record a call yourself, the Acta notetaker can join from your calendar.

Is Acta a conversation intelligence tool?

It covers the part most reps use every day: call recording, transcripts with speaker names, automated sales call summaries, deal reports and answers across all calls with an account. It doesn't do forecasting, so it's a lighter, per-user alternative to a full revenue platform.

Does it make up fields the call didn't cover?

No. Fields the call didn't cover are shown as missing, so the rep knows what to ask next time.

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Product & EngineeringHiring & PeopleCustomer Success & SupportMarketing

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